Automatically Create PDFs & Documents from Forms with Fillout
Автор: Zack @ InnerDev Solutions
Загружено: 2024-03-06
Просмотров: 1947
Learn how to automate the process using SmartSuite as your CRM and Fillout for building forms.
• Set up a client database in SmartSuite
• Create a form including pre-filled fields using Fillout
• Automatically populate the PDF with client information
• Store the generated PDF back in your CRM
• Update client information in SmartSuite based on the completed form
This powerful integration streamlines your workflow and saves you valuable time.
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Learn more here ⬇️
Contact Us - https://innerdevsolutions.com
LinkedIn - / zackstevenson
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Table of Contents 📖 ⬇️
0:00 What I cover
0:36 Exploring the Tools: SmartSuite and Fillout
1:24 Setting Up the CRM and Document Storage
3:28 Creating the Form in Fillout
4:16 Integrating Fillout with SmartSuite
6:42 Building the Form and Adding Fields
10:39 Finalizing the Form and Testing the Process
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Software Tools (may contain affiliate links) ⬇️
Sign up using the links below!
SmartSuite - https://partners.smartsuite.com/zack
Fillout - https://fillout.com/?ref=zack
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#zackstevenson #SmartSuite #pdf
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